Screen: Settlement
How charges enter the settlement
Before you start
- A settlement draft is open.
- Mandatory charges go in on their own. You add the optional ones and enter the units where needed.
Steps
- In the draft find the Additional charges section.
- Mandatory charges are ticked and locked ("Mandatory (locked)").
- Tick an optional charge to add it, or untick it to remove it.
- For a per unit charge type the Units, a whole number. 0 is allowed.
- Press Save the charges and recalculate the draft. The server recalculates.
- Check the Totals in kg of oil and in € table: the producer's oil, the mill fee, each charge, the net to the producer. The figures are the server's.
- Finalize as usual: see How to finalize a settlement.
What if…
- …you see "BLOCKER — A mandatory per-unit charge has no units". Enter the units (0 allowed) and save. Until then finalize is not allowed.
- …it says "Save the charge changes first". You changed something without saving it.
- …it says "Someone else changed the settlement…". The draft was reloaded and your choices kept. Press save again.
- …the € column shows —. There is no reference price; the settlement has a price blocker.